Difference between revisions of "Commissions/Commission Management/Commission Tiers"
(→See Also) |
(→See Also) |
||
| Line 27: | Line 27: | ||
= See Also = | = See Also = | ||
| − | [[ | + | [[Apply Commission Rules|Apply Commission rules]]<br> |
| − | [[ | + | [[Apply the Commissions Agent|Applying the Commission Tier to the Agent]]<br> |
| − | [[ | + | [[Commissions Agent Permissions|Agent Permissions]] |
Revision as of 11:32, 15 January 2015
Create a Commission Tier
The Commission Tier is the first thing to be created when setting up commissions for an Agent. A commission tier can be thought of as the container for commission plan between the Service Provider and an Agent or Agency to sell products & services of the Service Provider.
Once a commission tier is created and linked to an agent (via the Org Unit), the Commission tier can then be linked to products, package plans, service plans, service features or bolt-ons. Commissions Tiers can also be used to provide different 'levels' of Commission for different staff or groups within the same Agency.
To set up a commission tier:
Navigate: Commissions > Commission Tiers
By default, the Commissions Tier main screen will display any Commissions Tiers that already exist in Emersion. Follow the steps below to create a commissions tier.
- Click the Add Tier button.
- Choose the Tier Type.
- Enter a name and optional description
- Click Submit
Tier Types
There are two types of Commission tiers.
Subscription: Choose this option for subscription-based services. i.e. Package Plans, Service Plans, Service Features, Bolt-ons
Product: Choose this option for products
If your Agent earns commission on both products and subscription-based services, they will require two commission tiers, one of each type.
See Also
Apply Commission rules
Applying the Commission Tier to the Agent
Agent Permissions
